Question 1

How many shares of SMIG does MORGAN STANLEY own?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY holds 7.9M shares of SMIG (BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF).

Question 2

What is MORGAN STANLEY's SMIG position worth?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY's SMIG position is worth $257.6M.

Question 3

Is MORGAN STANLEY buying or selling SMIG?

Accepted Answer

In 2026-Q2, MORGAN STANLEY increased their SMIG position (+18.1% change in shares).

Question 4

When did MORGAN STANLEY first buy SMIG?

Accepted Answer

Based on available 13F filings, MORGAN STANLEY first reported a position in SMIG in 2024-Q2. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	7.9M	+18.1%	$257.6M	0.0%	$32.81	36
2026-Q1	Increased	6.6M	+10.2%	$195.1M	0.0%	$31.06	34
2025-Q4	Decreased	6M	-2.2%	$173.8M	0.0%	$28.99	0
2025-Q3	Increased	6.2M	+9.3%	$182.8M	0.0%	$29.25	33
2025-Q2	Increased	5.6M	+14.4%	$162.9M	0.0%	$28.44	35
2025-Q1	Increased	4.9M	+31.3%	$140.8M	0.0%	$27.96	38
2024-Q4	Increased	3.8M	+32.2%	$109.4M	0.0%	$28.40	38
2024-Q3	Increased	2.8M	+10.7%	$83.2M	0.0%	$28.46	33
2024-Q2	New	2.6M	-	$67.4M	0.0%	$25.50	41

SMIG9 quarters

SMIG
9 quarters